Jay Alan Schlott

Finance

Consumer Services

Profile

Jay Alan Schlott served as the President of Weston Asset Management, Inc. from 1989 to 2005.
He then worked as the Vice President of Eaton Vance WaterOak Advisors from 2005 to 2021.
Schlott holds an MBA from The Trustees of Columbia University in The City of New York, which he received in 1969.
He also holds an undergraduate degree from The Wharton School of the University of Pennsylvania, which he received in 1967.

Former positions of Jay Alan Schlott

Companies	Position	End
Eaton Vance WaterOak Advisors Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.	Portfolio Manager-Equities	2021-06-30
Weston Asset Management, Inc.	President	2005-07-29

See the detail of Jay Alan Schlott's experience

Training of Jay Alan Schlott

The Trustees of Columbia University in The City of New York	Masters Business Admin
The Wharton School of the University of Pennsylvania	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jay Alan Schlott's experience

Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
Weston Asset Management, Inc.	Finance
Eaton Vance WaterOak Advisors Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.	Finance